WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

WDR was delisted on the 30th of April, 2021.

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296 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
7.9%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
93
Reduced
116
Closed
59
Calls
$2.27M
Puts
$540K
Net Calls
+$1.73M
Net Calls Change
+$540K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$284M
2
LCOV
London Company of Virginia
Virginia
$149M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$60.4M
4
HCM
Hamlin Capital Management
New York
$47.7M
5
RA
Royce & Associates
New York
$83.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$101M
2
BIT
BlackRock Institutional Trust
California
$120M
3
Millennium Management
Millennium Management
New York
$13M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
JIM
Jupiter Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Globeflex Capital
California
$337K -$1.36M -27,462 -80%
NV
227
Nair Vinay
$335K +$120K +2,422 +56%
Thrivent Financial for Lutherans
228
Thrivent Financial for Lutherans
Minnesota
$329K +$4.96K +100 +2%
CAM
229
Capstone Asset Management
Texas
$329K +$22.8K +460 +7%
BMO
230
Beck Mack & Oliver
New York
$323K – – –
PP
231
Paloma Partners
Connecticut
$315K -$1.18M -23,913 -79%
HKIM
232
Hayek Kallen Investment Management
Alabama
$311K – – –
OA
233
OFI Advisors
Pennsylvania
$292K +$23K +465 +9%
Neuberger Berman Group
234
Neuberger Berman Group
New York
$281K +$7.43K +150 +3%
CSS
235
Cubist Systematic Strategies
Connecticut
$280K +$133K +2,698 +91%
BRCM
236
Bright Rock Capital Management
Massachusetts
$277K – – –
MRCM
237
M&R Capital Management
New Jersey
$269K – – –
GAM
238
Guinness Asset Management
United Kingdom
$269K +$29.7K +600 +12%
FBNAT
239
FirstMerit Bank N.A. Trustee
Ohio
$265K -$99.2K -2,004 -27%
CI
240
Cowen Inc
New York
$258K +$258K +5,204 New
UFF
241
USA Financial Formulas
Michigan
$255K -$113K -2,281 -31%
USGIU
242
U.S. Global Investors (USGI)
Texas
$248K +$248K +5,000 New
BC
243
Burney Company
Virginia
$244K +$244K +4,922 New
FMBTD
244
First Midwest Bank Trust Division
Illinois
$243K +$243K +4,896 New
CIBC World Market
245
CIBC World Market
Ontario, Canada
$242K +$242K +4,895 New
Rafferty Asset Management
246
Rafferty Asset Management
New York
$235K +$235K +4,742 New
TAM
247
Tocqueville Asset Management
New York
$228K – – –
STIA
248
Stone Toro Investment Advisers
New Jersey
$221K +$221K +4,465 New
MGIA
249
Moneta Group Investment Advisors
Missouri
$220K +$220K +4,450 New
FMT
250
First Mercantile Trust
Tennessee
$215K -$148K -2,991 -41%
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